This document is a 12-page proposal form for commercial litigation insurance. It requests extensive information about the applicant, their legal representatives, the nature of the claim, evidence, damages sought, the opponent's response, prospects for success, costs estimates, funding arrangements, and available documents. The applicant and their solicitor must complete the form, verify the information, and sign the final page to declare that the information provided is true and complete.
This document is a 12-page proposal form for commercial litigation insurance. It requests extensive information about the applicant, their legal representatives, the nature of the claim, evidence, damages sought, prospects of success, costs estimates, funding arrangements, and available documents. The applicant and their legal representative are required to complete the form, verify the information, and declare that reasonable searches have been made to provide the information requested.
This proposal form requests information from applicants seeking commercial litigation insurance. It requests details about the applicant and their legal representatives, estimates of costs and the coverage sought, information about the opposing party and their representatives, and details about the claim such as the nature of the dispute, evidence, damages, defenses, settlement prospects, costs awards, and enforcement. The applicant is asked to provide documentation to support their costs estimates and a breakdown of anticipated legal costs and funding arrangements. The purpose is to allow the insurance provider to assess the application and prospects of success for the claim.
This proposal form requests information about a commercial litigation insurance application in Scotland. It requests details about the applicant and their legal representatives, estimates of expenses and the coverage sought, information about the opponent and their representatives, and details about the claim such as the nature of the dispute, evidence, damages, defenses, settlement prospects, and funding arrangements. The applicant and their solicitor must complete the form and verify the information provided.
This document summarizes an ethics presentation on representing organizations and their constituents. It discusses identifying the client at the outset, explaining when interests differ, and obtaining informed consent when representing multiple parties. It also addresses special considerations for public companies, such as functioning where actions will be scrutinized and facing disclosure risks. The resources provided can help navigate complex ethical situations that commonly arise in executive compensation and benefits matters.
This document provides an overview of the New Jersey Supreme Court Committee on Character and its role in determining candidates' fitness to practice law. It discusses:
1) The Committee's mandate to evaluate candidates' character and fitness based on their personal history and reputation, and to certify or deny certification of their fitness to the Supreme Court.
2) The traits the Committee focuses on - honesty, truthfulness, trustworthiness, and professional commitment to justice.
3) The investigation process, which includes a detailed candidate statement and potential further inquiry into certain conduct like nondisclosure, academic dishonesty, or unlawful acts.
4) The assurance of confidentiality is limited and records could potentially be released in
Appellate Practice - 101 (Series: Newbie Litigator School 101 - Part 2)Financial Poise
When is an appeal permitted and when should you take one? What rules and procedures govern appellate practice and how can you best avoid technical and procedural mistakes. How are appellate briefs different from those filed with the trial court and what are some keys to making them successful? And how can you best prepare for appellate oral argument? This webinar explores these questions and more with a panel of experienced appellate litigators.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/appellate-practice-101/
C24 Fraud In The Workplace (3 Mock Trials)Pw Carey
This document discusses fraud in the workplace and provides an overview of three mock trials related to auditors and whistleblowers. It discusses Cressey's fraud triad of perceived need, opportunity, and rationalization for committing fraud. It also outlines common mistakes made by whistleblowers and the typical steps in a trial, including opening statements, witness questioning, closing arguments, and the jury verdict.
This document is a 12-page proposal form for commercial litigation insurance. It requests extensive information about the applicant, their legal representatives, the nature of the claim, evidence, damages sought, prospects of success, costs estimates, funding arrangements, and available documents. The applicant and their legal representative are required to complete the form, verify the information, and declare that reasonable searches have been made to provide the information requested.
This proposal form requests information from applicants seeking commercial litigation insurance. It requests details about the applicant and their legal representatives, estimates of costs and the coverage sought, information about the opposing party and their representatives, and details about the claim such as the nature of the dispute, evidence, damages, defenses, settlement prospects, costs awards, and enforcement. The applicant is asked to provide documentation to support their costs estimates and a breakdown of anticipated legal costs and funding arrangements. The purpose is to allow the insurance provider to assess the application and prospects of success for the claim.
This proposal form requests information about a commercial litigation insurance application in Scotland. It requests details about the applicant and their legal representatives, estimates of expenses and the coverage sought, information about the opponent and their representatives, and details about the claim such as the nature of the dispute, evidence, damages, defenses, settlement prospects, and funding arrangements. The applicant and their solicitor must complete the form and verify the information provided.
This document summarizes an ethics presentation on representing organizations and their constituents. It discusses identifying the client at the outset, explaining when interests differ, and obtaining informed consent when representing multiple parties. It also addresses special considerations for public companies, such as functioning where actions will be scrutinized and facing disclosure risks. The resources provided can help navigate complex ethical situations that commonly arise in executive compensation and benefits matters.
This document provides an overview of the New Jersey Supreme Court Committee on Character and its role in determining candidates' fitness to practice law. It discusses:
1) The Committee's mandate to evaluate candidates' character and fitness based on their personal history and reputation, and to certify or deny certification of their fitness to the Supreme Court.
2) The traits the Committee focuses on - honesty, truthfulness, trustworthiness, and professional commitment to justice.
3) The investigation process, which includes a detailed candidate statement and potential further inquiry into certain conduct like nondisclosure, academic dishonesty, or unlawful acts.
4) The assurance of confidentiality is limited and records could potentially be released in
Appellate Practice - 101 (Series: Newbie Litigator School 101 - Part 2)Financial Poise
When is an appeal permitted and when should you take one? What rules and procedures govern appellate practice and how can you best avoid technical and procedural mistakes. How are appellate briefs different from those filed with the trial court and what are some keys to making them successful? And how can you best prepare for appellate oral argument? This webinar explores these questions and more with a panel of experienced appellate litigators.
To view the accompanying webinar, go to: https://www.financialpoise.com/financial-poise-webinars/appellate-practice-101/
C24 Fraud In The Workplace (3 Mock Trials)Pw Carey
This document discusses fraud in the workplace and provides an overview of three mock trials related to auditors and whistleblowers. It discusses Cressey's fraud triad of perceived need, opportunity, and rationalization for committing fraud. It also outlines common mistakes made by whistleblowers and the typical steps in a trial, including opening statements, witness questioning, closing arguments, and the jury verdict.
This document is an 8-page proposal form for personal injury litigation insurance. It requests important information about the applicant, their legal representatives, their opponent, the details of the claim, estimated costs, funding arrangements, documents being provided in support of the application, and a declaration. The form notes that full information must be provided to enable an accurate quotation, and that any changes must be notified. It also contains a data protection notice regarding the use of any personal information collected.
This 8-page document is a proposal form for personal injury insurance. It requests information from the applicant about their claim, legal representatives, opponent, funding arrangements, costs estimates, and documents being provided. The applicant and their legal representative must sign and date the form. Important notices state that full and accurate information must be provided, AmTrust will rely on the information to assess the application, and any changes require notification. Data protection and declaration sections are also included.
NEW ENGLAND COMPOUNDING PROOF OF CLAIMS DUE 1/15/14mzamoralaw
The document is a proof of claim form filed in the bankruptcy of New England Compounding Pharmacy in U.S. Bankruptcy Court. It contains information about a creditor filing a claim, including: (1) the name and address of the creditor, (2) the amount of the claim as of the date of bankruptcy filing, and (3) whether any part of the claim has priority or is secured with a lien on property. It also includes instructions for completing the form and definitions of key terms like secured claim, unsecured claim, and priority claim. Creditors must provide documentation to support the claim and sign under penalty of perjury.
This document summarizes the agenda for a Case Management Discussion regarding the case of Gardiner v EXSTO UK Ltd. The claimant alleges multiple complaints against the respondent, including direct and indirect discrimination, harassment, victimization, discrimination arising from disability, failure to make reasonable adjustments, unfair dismissal, failure to pay notice or holiday pay, and detriment suffered for whistleblowing. The claimant seeks an unspecified financial remedy and requests disclosure of correspondence between the respondent and other parties. Witnesses proposed include individuals from the respondent company and Peninsular Business Services. The claimant estimates the hearing will take 10 days and involves questioning multiple witnesses under oath.
This document contains multiple choice questions regarding legal ethics and professional responsibility. Some key points covered include:
- A lawyer should perform a preliminary check for conflicts of interest before a prospective client provides any confidential information.
- If trust funds were improperly withdrawn, the lawyer must transfer the funds back to the trust account and self-report to the Law Society.
- If a client subsequently obtains documents relevant to a case after discovery, the lawyer must notify the opposing counsel and produce the documents.
- A lawyer cannot release funds held in trust pending resolution of a related legal matter without consent from all interested parties.
Guarding Your Client's Valuation from Attack--Dos and Don'ts for Requesting, ...PYA, P.C.
During an AHLA webinar series roundtable discussion, “Guarding Your Client’s Valuation from Attack—Dos and Don’ts for Requesting, Reviewing, Using, and Discarding FMV Opinions,” PYA Principal Carol Carden joined other legal experts to explore the practical issues for counsel to consider when balancing the arguments for scrutinizing valuation reports with the arguments for ensuring valuator independence.
The document discusses various types of claims that can arise in construction contracts, including contractual claims, extra contractual claims, quantum merit claims, ex-gratia claims, and counter claims. It emphasizes the importance of properly preparing and presenting claims by outlining the burden of proof, establishing the legal basis, and providing supporting evidence and facts. Claims must be substantiated with documentation like correspondence, meeting records, site diaries, programs and payment records.
Our Cyber Liability Insurance program that offers comprehensive and proactive solutions to the critical cyber data breach issues faced by business. Here is the application form for Information Security & Privacy Insurance with Breach Response Services.
The three-steps guide for successful litigation procedures. Information about third-party litigation funding included. Worthwhile literature provided by Redress Solutions, London, UK.
This document provides litigation tips and strategies for attorneys. It discusses the importance of having a clear end goal and theme in mind from the start of a case. It offers tips for developing claims, using Rule 202 depositions to investigate potential claims, and document management strategies. The document also discusses case preparation, developing an effective theme and theory, avoiding distractions, crafting an impactful opening and closing argument, and using various presentation tools and exhibits to engage the jury throughout trial.
Washington Court Holds Stipulated Covenant Judgment Sets Minimum Amount of Da...NationalUnderwriter
Washington Court Holds Stipulated Covenant Judgment Sets Minimum Amount of Damages in Bad Faith Case. (from FC&S Legal: The Insurance Coverage Law Information Center)
Recently, Division One of the Court of Appeals of Washington State affirmed a jury verdict awarding $13 million in damages to a passenger injured in a car accident, finding that the $4.15 million agreed amount of the covenant
judgment in the insurance bad faith case sets a floor, not a ceiling, on the damages a jury can award.
In Miller v. Kenny and Safeco Ins. Co.,[1] the Court of Appeals ruled on several additional issues on appeal including whether evidence of an insurance company’s loss reserves is properly admissible at trial.
The document discusses strategies for maximizing insurance coverage for mass tort liabilities. It recommends compiling experts to understand the underlying liabilities and available insurance coverage. It also stresses the importance of coordinating with insurers by providing regular updates, involving them in settlement discussions, and developing relationships with insurer representatives to seek an appropriate resolution. The goal is to secure a defense and indemnification from insurers when needed by avoiding coverage disputes.
A penny saved is a penny earned: Navigating your company through spoliation claims and strategies to maximize recovering attorneys' fees. Presented at the Association of Corporate Counsel.
This document is a proposal form for goods in transit insurance. It contains details about the applicant, goods being transported, vehicles used, and loss history. The applicant must disclose all relevant information accurately and understands that personal information collected may be shared with third parties for processing the application and providing services. The proposal form must be signed by the applicant to confirm the accuracy of the details provided.
BoyarMiller – Navigating Your Company through Spoliation Claims and Strategie...BoyarMiller
A Penny Saved is a Penny Earned:
Navigating Your Company through Spoliation Claims and Strategies to Maximize Recovering Attorneys’ Fees
presented by:
Chris Hanslik, Craig Dillard & Matt Veech
Home Inspector's Insurance & Risk Management - July 19, 2013Gerald Brunker
Home Inspector professional liability, general liability and other applicable insurances for home inspectors. Risk management tips and hints and home inspector claim information.
How should I prepare an ATE application? MLM 4Demi Edmunds
The document discusses preparing an application for after the event legal expenses insurance (ATE). It provides guidance on the key information insurers will need, including a brief case summary, financial details, and estimates of costs. It recommends being realistic about the appropriate level of cover and notes insurers are conscious of risk alignment. Common types of cover include adverse costs, own disbursements, and sometimes own costs, though the latter is less common.
The document discusses issues related to bad faith claims in insurance coverage. It covers identifying bad faith torts and damages, negotiation and settlement techniques, current legislation impacting insurance defense, litigating insurance claims, and avoiding bad faith claims. The topics are presented in sections with questions and answers to follow each section.
EMERGING ISSUES WITH INSURER RECOUPMENT OR REIMBURSEMENT FROM POLICYHOLDERDano0403
The document discusses issues insurers face when seeking reimbursement or recoupment from policyholders for defense costs and settlements. It may be possible for insurers to recoup costs if they reserve their rights early, notify the policyholder, and the policyholder is meaningfully involved in the defense. However, policy language and the timing of notices are important. Insurers should control the process by maintaining close oversight of defense costs and coordinating with other insurers and experts.
Mastering Local SEO for Service Businesses in the AI Era"" is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
Key Takeaways:
Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.
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This document is an 8-page proposal form for personal injury litigation insurance. It requests important information about the applicant, their legal representatives, their opponent, the details of the claim, estimated costs, funding arrangements, documents being provided in support of the application, and a declaration. The form notes that full information must be provided to enable an accurate quotation, and that any changes must be notified. It also contains a data protection notice regarding the use of any personal information collected.
This 8-page document is a proposal form for personal injury insurance. It requests information from the applicant about their claim, legal representatives, opponent, funding arrangements, costs estimates, and documents being provided. The applicant and their legal representative must sign and date the form. Important notices state that full and accurate information must be provided, AmTrust will rely on the information to assess the application, and any changes require notification. Data protection and declaration sections are also included.
NEW ENGLAND COMPOUNDING PROOF OF CLAIMS DUE 1/15/14mzamoralaw
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This document summarizes the agenda for a Case Management Discussion regarding the case of Gardiner v EXSTO UK Ltd. The claimant alleges multiple complaints against the respondent, including direct and indirect discrimination, harassment, victimization, discrimination arising from disability, failure to make reasonable adjustments, unfair dismissal, failure to pay notice or holiday pay, and detriment suffered for whistleblowing. The claimant seeks an unspecified financial remedy and requests disclosure of correspondence between the respondent and other parties. Witnesses proposed include individuals from the respondent company and Peninsular Business Services. The claimant estimates the hearing will take 10 days and involves questioning multiple witnesses under oath.
This document contains multiple choice questions regarding legal ethics and professional responsibility. Some key points covered include:
- A lawyer should perform a preliminary check for conflicts of interest before a prospective client provides any confidential information.
- If trust funds were improperly withdrawn, the lawyer must transfer the funds back to the trust account and self-report to the Law Society.
- If a client subsequently obtains documents relevant to a case after discovery, the lawyer must notify the opposing counsel and produce the documents.
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Guarding Your Client's Valuation from Attack--Dos and Don'ts for Requesting, ...PYA, P.C.
During an AHLA webinar series roundtable discussion, “Guarding Your Client’s Valuation from Attack—Dos and Don’ts for Requesting, Reviewing, Using, and Discarding FMV Opinions,” PYA Principal Carol Carden joined other legal experts to explore the practical issues for counsel to consider when balancing the arguments for scrutinizing valuation reports with the arguments for ensuring valuator independence.
The document discusses various types of claims that can arise in construction contracts, including contractual claims, extra contractual claims, quantum merit claims, ex-gratia claims, and counter claims. It emphasizes the importance of properly preparing and presenting claims by outlining the burden of proof, establishing the legal basis, and providing supporting evidence and facts. Claims must be substantiated with documentation like correspondence, meeting records, site diaries, programs and payment records.
Our Cyber Liability Insurance program that offers comprehensive and proactive solutions to the critical cyber data breach issues faced by business. Here is the application form for Information Security & Privacy Insurance with Breach Response Services.
The three-steps guide for successful litigation procedures. Information about third-party litigation funding included. Worthwhile literature provided by Redress Solutions, London, UK.
This document provides litigation tips and strategies for attorneys. It discusses the importance of having a clear end goal and theme in mind from the start of a case. It offers tips for developing claims, using Rule 202 depositions to investigate potential claims, and document management strategies. The document also discusses case preparation, developing an effective theme and theory, avoiding distractions, crafting an impactful opening and closing argument, and using various presentation tools and exhibits to engage the jury throughout trial.
Washington Court Holds Stipulated Covenant Judgment Sets Minimum Amount of Da...NationalUnderwriter
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Recently, Division One of the Court of Appeals of Washington State affirmed a jury verdict awarding $13 million in damages to a passenger injured in a car accident, finding that the $4.15 million agreed amount of the covenant
judgment in the insurance bad faith case sets a floor, not a ceiling, on the damages a jury can award.
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The document discusses strategies for maximizing insurance coverage for mass tort liabilities. It recommends compiling experts to understand the underlying liabilities and available insurance coverage. It also stresses the importance of coordinating with insurers by providing regular updates, involving them in settlement discussions, and developing relationships with insurer representatives to seek an appropriate resolution. The goal is to secure a defense and indemnification from insurers when needed by avoiding coverage disputes.
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This document is a proposal form for goods in transit insurance. It contains details about the applicant, goods being transported, vehicles used, and loss history. The applicant must disclose all relevant information accurately and understands that personal information collected may be shared with third parties for processing the application and providing services. The proposal form must be signed by the applicant to confirm the accuracy of the details provided.
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The document discusses preparing an application for after the event legal expenses insurance (ATE). It provides guidance on the key information insurers will need, including a brief case summary, financial details, and estimates of costs. It recommends being realistic about the appropriate level of cover and notes insurers are conscious of risk alignment. Common types of cover include adverse costs, own disbursements, and sometimes own costs, though the latter is less common.
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Mastering Local SEO for Service Businesses in the AI Era"" is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
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Basic Management Concepts., “Management is the art of getting things done thr...DilanThennakoon
The managers achieve organizational objectives by getting work from
others and not performing in the tasks themselves.
Management is an art and science of getting work done through people.
It is the process of giving direction and controlling the various activities
of the people to achieve the objectives of an organization Management is a universal process in all organized, social and economic activities. Wherever
there is human activity there is management.
Management is a vital aspect of the economic life of man, which is an organized group activity. A
central directing and controlling agency is indispensable for a business concern. The productive
resources –material, labour, capital etc. are entrusted to the organizing skill, administrative ability
and enterprising initiative of the management. Thus, management provides leadership to a
business enterprise. Without able managers and effective managerial leadership the resources of
production remain merely resources and never become production. Management occupies such an
important place in the modern world that the welfare of the people and the destiny of the country
are very much influenced by it.
1.2 MEANING OF MANAGEMENT
Management is a technique of extracting work from others in an integrated and co-ordinated
manner for realizing the specific objectives through productive use of material resources.
Mobilising the physical, human and financial resources and planning their utilization for business
operations in such a manner as to reach the defined goals can be benefited to as management.
1.3 DEFINITION OF MANAGEMENT
Management may be defined in many different ways. Many eminent authors on the subject have
defined the term "management". Some of these definitions are reproduced below:
In the words of George R Terry - "Management is a distinct process consisting of planning,
organising, actuating and controlling performed to determine and accomplish the objectives by the
use of people and resources".
According to James L Lundy - "Management is principally the task of planning, co¬ordinating,
motivating and controlling the efforts of others towards a specific objective",
In the words of Henry Fayol - "To manage is to forecast and to plan, to organise, to command, to
co-ordinate and to control".
According to Peter F Drucker - "Management is a multipurpose organ that manages a business and
manages managers and manages worker and work".
In the words of J.N. Schulze - "Management is the force which leads, guides and directs an
organisation in the accomplishment of a pre-determined object".
In the words of Koontz and O'Donnel - "Management is defined as the creation and maintenance
of an internal environment in an enterprise where individuals working together in groups can
perform efficiently and effectively towards the attainment of group goals".
According to Ordway Tead - "Management is the process and agency which directs and guides the
operations of an organisation in realising of established aim
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- Streamlined Website Management: Discover techniques to streamline website development, manage day-to-day operations efficiently, and ensure smooth project execution.
- Effective SEO Practices: Gain valuable insights into optimizing your website for search engines, improving visibility, and driving organic traffic to your digital assets.
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We’ve entered a new era in digital. Search and AI are colliding, in more ways than one. And they all have major implications for marketers.
• SEOs now use AI to optimize content.
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Key Takeaways:
How to use AI to optimize your content
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How to get AI to mention your content and your brand
Evaluating the Effectiveness of Women-Focused MarketingHighViz PR
Women centric marketing is a vital part in reaching one of the most influential groups of consumers. Here is a guide to know and measure the impact of women-centric marketing efforts-
Evaluating the Effectiveness of Women-Focused Marketing
Ew composite ate proposal form cidra ia2015
1. Page 1 of 12
COMMERCIAL LITIGATION INSURANCE
PROPOSAL FORM
England and Wales
IMPORTANT NOTICE
1. You must complete this Proposal Form and have the information verified by your solicitor. All
questions must be answered to enable a quotation to be given. Answer questions to the best
of your knowledge, information and belief. The form must be signed and dated by both you
and your solicitor.
2. Before an insurance contract is entered into you must provide information to AmTrust about
your case. The information in this form and in material provided in support of it (either with or
following it), should be provided after you have made reasonable searches and enquiries. This
will include enquiries of third parties where possible or, if you are not an individual from
persons within your organisation. AmTrust will assume the information is provided on this
basis unless you put AmTrust on express notice that it is not.
3. The information should be provided in a reasonably clear and accessible way. AmTrust will
not have notice of details which are provided within documentation but not specifically
brought to AmTrust’s attention.
4. You must notify us in the event that there is any material change in the answers given to the
questions contained in this Proposal Form. In such circumstances we may, at our sole
discretion, modify or withdraw any outstanding quotation.
5. The full cover, terms, conditions, exclusions and limitations are contained within AmTrust’s
Commercial Litigation Insurance Policy.
6. In this proposal "you/your" means the individual, company, partnership trust or association
proposing for this insurance. “AmTrust” means AmTrust Europe Limited.
7. You should retain for your records a copy of the completed Proposal Form and details of any
additional information provided.
Please complete and sign this Proposal Form and return it to us together with a copy of the information
requested at Section I.
The completion and signature of this Proposal Form does not bind you or AmTrust to enter
into a contract of insurance.
2. Page 2 of 12
Please take time to read and understand this note before completing this proposal form.
When completing this form (and in providing any subsequent information) please be aware the
purpose of asking these questions is to enable AmTrust to obtain the best information you have
about the prospects of success of your claim, including any potential difficulties. This will enable
AmTrust to make an informed assessment of your application for cover.
Contents
A: Information about you
How many applicants for
cover are there?
Name of each applicant
Address of each applicant
Legal status of each
applicant
Are you / will you be the
claimant or the defendant?
B: Information about your representatives
Firm name
Date of instruction
Address
EPF registration number
3. Page 3 of 12
Solicitor’s name
Supervisor/partner’s name
Counsel’s name
Chambers
Expert’s name
C: Costs estimates and cover sought - please provide these summary details
Estimate of costs from outset
to the end of trial Incurred Estimated Total Cover sought
Solicitors
£ £ £
N/A
Own disbursements
£ £ £
£
Counsel
£ £ £
£
Total own costs estimate
£ £ £
N/A
Estimate of Opponent’s costs
£ £ £
£
Total cover sought £
Have you provided an own costs budget to support the summary figures
above? Please note the provision of such a budget would be a subjectivity of
any quote.
Yes/ No
D: Information about your opponent
How many opponents are
there?
Name of each opponent
4. Page 4 of 12
Address of each opponent
Legal status of each opponent
E: Information about your opponent’s representatives
Firm name
Address
Solicitor’s name
Supervisor/partner’s name
Counsel’s name
Chambers
Expert’s name
5. Page 5 of 12
F: Information about your claim/ damages sought /settlement/ prospects etc.
F.1 Claims /claim types and current stage
What is the claim type?
[E.g. breach of contract, professional
negligence etc.]
If there is more than one claim type,
please give details of each.
When did the cause (or causes) of action
arise?
When will the claim (or any of them if more
than one) become statute barred for
limitation purposes?
Are there any limitation issues?
Has there been pre-action protocol
correspondence?
Date of letter of claim?
Date of letter of response?
If not please explain why (e.g. still
collating information etc.).
Have proceedings been issued?
If so,
in which court / tribunal,
what stage has been reached, and
has he claim been allocated to a
track?
If not, in which court / tribunal is it
envisaged the claim will be issued?
Please give the action heading and
number or the proposed action heading
and court details.
Do you envisage any pre action
applications (with or without notice) or
any interim applications including
applications that include any third party?
Have dates been fixed for trial / first CMC/
Costs Management Conference?
6. Page 6 of 12
What needs to be established to succeed
on liability and on quantum for each head
of claim?
Please refer to any relevant statute and or
case law.
Please provide details of any connected/
parallel/overlapping litigation you are
aware of whether you are involved in it or
not.
Have you been involved (in either a
personal or corporate capacity) in any
litigation, arbitration or tribunal
proceedings during the past 10 years? If
so, please provide brief details.
F.2. Evidence
What evidence will be required to
establish each claim and how will it be
provided? Please provide brief comments
on the importance of each of the following
documents
witness evidence
expert evidence
What is the likely extent/ importance of
disclosure?
Are there any key documents that support
the claim?
What will be the extent and importance of
witness evidence including expert
evidence? Who are the anticipated
witnesses? Have draft statements been
obtained?
Do you have the necessary evidence to
support the claim (liability and quantum)?
If not what needs to be obtained and are
could obtaining it prove problematic?
Is any of the evidence unhelpful and or is
there a reason to anticipate unhelpful
evidence may emerge?
7. Page 7 of 12
F.3 Damages /Quantum
Assuming success on liability, what do
you/your legal team consider to be,
the maximum extent of the claim/
damages achievable (putting it at its
highest). How has that figure been
arrived at?
the minimum extent (putting it at its
lowest) of the claim/damages
achievable. How has that figure been
arrived at?
the likely achievable sum (or range)
on this claim/s?
Please allow for the effect of any
counterclaim when providing these
numbers.
Are you making any claim that would not
result in a financial award? If so, please
provide details.
F.4 Causation/remoteness/mitigation, contributory negligence etc.
Please highlight any potential issues
and what points (if any) has or do you
anticipate your opponent may raise?
F.5 Opponent’s response
Has the opponent provided any response
to the claim/s?
Has a letter of response been
received?
Has a defence been received?
Other?
Please provide a brief synopsis of the
defence position/ anticipated position.
F.6 Counterclaim
Is there a counterclaim or is a
counterclaim envisaged?
8. Page 8 of 12
If so is this a case where success on the
claim will mean the counterclaim will fail
and vice versa or what is the position?
F.7 Prospects
Liability - what is your solicitor’s
assessment of the likelihood of you
succeeding in establishing liability on
each separate head of claim and overall?
Quantum - with reference to the
responses at E.3, what is your solicitor’s
assessment of the prospects of you
being awarded:
(a) the maximum achievable amount, and
(b) at least the minimum amount?
F.8 Settlement
What are your objectives and on what
terms would you be prepared to settle?
Provide details of any offers of settlement
made by you.
Provide details of any offers of settlement
made by your opponent.
Would you be prepared to agree to
mediate with your opponent? If not, why
not?
F.9 Costs awards
Provide details of any costs orders made
in the litigation/dispute to date.
Assuming ‘success’ on all or part of the
claim, is there any reason to think a costs
award in your favour is likely to be
reduced or that it is there is likely to be a
split award of costs? (E.g. if a head of
claim does not succeed or does not
succeed against one or more of the
opponents etc.)
9. Page 9 of 12
F.10 Enforcement prospects
What steps have you taken to ascertain
the financial standing of your opponent
to ensure that any award of damages or
costs you may achieve will be met?
Please provide details of any assets of
the opponent you have identified as
likely to be available for the purpose of
enforcement of any award in your favour.
If your opponent is or may be insured,
please provide details of the information
you have.
If you anticipate enforcement would
include enforcement against property of
the opponent, please provide a short
summary schedule of the information
you have on the property/properties
including likely available equity.
G: Funding / Costs
What funding arrangement do you have in
place with your representatives? e.g. CFA
How is your opponent funding its legal costs?
What do you estimate your legal costs and
disbursements (including any uplift under your
CFA) will be to the conclusion of the trial?
Please provide a step by step breakdown
including any costs and disbursements you
have already incurred on the attached template.
Have you filed a costs budget with the court? If
so, please provide a copy.
How do you propose to fund these costs?
10. Page 10 of 12
What do you estimate your opponent’s legal
costs will be to the conclusion of the trial?
Has the opponent filed a costs budget with the
court? If so, please provide a copy.
Do you have any other legal expenses
insurance available to cover your costs and
those of your opponent or any other parties in
this litigation?
Have you checked your position?
Have you approached any other insurer or
broker in relation to this claim?
Has your solicitor advised you about funding
this litigation and, if so, what advice have you
received?
Has your solicitor advised that you are likely
to face an application for security for costs?
H: Other
Every claim is different. Are you or your solicitor
aware of any aspect of your claim and its
prospects of success and or the likelihood of
your making a claim under any policy that has
not been brought to our attention in the
responses that you have provided above?
Yes / No
If ‘Yes’ please provide us with details.
Do you or your solicitor consider that any further
information is required for a meaningful
assessment of your claim at this time?
Yes / No
If ‘Yes’ please provide us with details.
11. Page 11 of 12
I: Available Documents
X Comments
Signed proposal
Your solicitor’s opinion
together with a case summary
Counsel’s opinion
Particulars of Claim
Defence response
Any other statements of case
served
Court orders to date
Costs budget
Copies of any costs estimates
that have been filed with the
court
CFA with your representatives
Expert reports (including your
Opponents’ if available)
Any report of any credit agency
or similar in respect of the
financial standing of your
Opponent and any other
evidence of the opponent’s
financial position.
12. Page 12 of 12
Data Protection
Any and all information supplied by you or on your behalf on or in connection with this Proposal Form and/or collected by AmTrust
in connection with this Proposal Form (which information may include personal data, as defined by the Data Protection Act 1998
(the Act) and sensitive personal data, which is also defined by the Act and includes medical history and criminal convictions) will
be held and used for some or all of the following purposes:
processing your proposal form;
administration (including claims handling);
risk assessment;
research and statistical purposes; and
crime prevention
Your personal details will only be disclosed to third parties if it is necessary for the entering into and/or performance of your contract
of insurance.
By signing this Proposal Form you agree to your information being used in this way. We will keep your information secure at all
times. In certain circumstances, for example for systems administration purposes we may have to transfer your information to
another country, which may be a country outside the European Economic Area (EEA). By signing this proposal form you agree to
the transfer of your information in these and similar circumstances to a country outside the EEA.
Should you wish to receive a copy of the information we hold on you, please contact us at the address shown below:
AmTrust Law
AmTrust Europe Limited
No 2 Minster Court
Mincing Lane
London
EC3R 7BB
DECLARATION
I declare that:
(i) I have read the Data Protection Notice above and agree that my information (including any personal data and sensitive
personal data) may be used as explained in that notice and may be transferred to a country outside the European
Economic Area in the circumstances described above; and
(ii) the contents of this proposal form are, to the best of my knowledge and belief, true and complete and that in presenting
this proposal and supporting documentation and information I/we declare that I/we have taken reasonable care that I / we
have not made a misrepresentation and that the information provided represents a fair presentation of this risk, and I/we
also confirm I /we have full authority to make this application.
I will provide AmTrust with any additional information they require in order to consider my proposal for Commercial Litigation
Insurance on condition that it is treated in confidence. I confirm that I and/or my legal representatives will meet with AmTrust to
discuss my proposal should they request us to do so.
Client
Signed: Name:
Status:
Date:
Representative
Signed: Name:
Date:
AmTrust International is a branding style of AmTrust Europe Limited.
AmTrust Europe Limited, whose registered office is at Market Square House, St James’s Street, Nottingham, NG1 6FG, is
authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation
Authority. These details can be checked on the Financial Services Register by visiting www.fca.org.uk